Sales Specialist

Company Description

Xenwealth is a dynamic Financial Well-Being Advisory based in Damansara, dedicated to helping individuals and families make informed financial decisions for a more secure future.

Our team focuses on providing thoughtful financial planning support, covering areas such as protection planning, legacy distribution, and long-term financial strategies. With over 50 years of combined industry experience, Xenwealth is built on a culture of integrity, collaboration, and client-first thinking.

We believe financial well-being is about more than numbers - it is about creating clarity, confidence, and peace of mind for the people we serve.

Role Overview

We are looking for driven and people-oriented individuals to join Xenwealth as Sales Specialist.

This role is suitable for someone who enjoys meeting people, building relationships, learning about financial well-being, and guiding clients toward better financial clarity. You will be exposed to client engagement, needs discovery, solution presentation, business development, and long-term relationship management within a professional financial advisory environment.

At Xenwealth, this is not just a sales role. It is a platform to develop communication skills, business confidence, personal discipline, and leadership potential while helping people make more informed life and financial decisions.

Key Responsibilities

• Client Engagement & Relationship Building - Connect with individuals, families, and working professionals to understand their goals, concerns, and financial priorities.

• Needs Discovery & Financial Conversations - Learn how to ask meaningful questions, identify gaps, and guide clients through structured financial discussions.

• Solution Presentation - Present suitable financial well-being solutions in areas such as protection planning, legacy distribution, and long-term financial strategies.

• Business Development & Prospecting - Build and manage a personal pipeline through referrals, networking, events, social media, and community engagement.

• Follow-Up & Client Servicing - Maintain consistent communication with clients and prospects, ensuring professional follow-up and relationship continuity.

• Event & Market Engagement - Participate in client events, education sessions, career previews, and business development initiatives.

• Personal Branding & Digital Presence - Develop confidence in presenting yourself professionally through social platforms, content ideas, and relationship-based marketing.

• Professional Growth & Leadership Exposure - Build practical skills in communication, planning, accountability, entrepreneurship, and team development.

Who We Are Looking For

• Strong communication and interpersonal skills

• Self-driven, proactive, and willing to learn

• Positive attitude with a growth mindset

• Comfortable meeting new people and building relationships

• Interested in finance, business, personal development, or entrepreneurship

• Able to work independently while staying accountable to goals

• Open to coaching, feedback, and continuous improvement

• Prior experience in sales, customer service, marketing, finance, or events is an advantage, but not required

Preferred Background

• Business / Management / Administration

• Marketing / Mass Communication

• Finance / Banking / Economics

• Psychology / Human Resource / Hospitality

• Fresh graduates, career switchers, and ambitious young professionals are welcome to apply

What We Offer

• Structured onboarding and practical field exposure

• Mentorship from experienced professionals

• Training in communication, client engagement, and financial advisory concepts

• Exposure to personal branding, business development, and leadership building

• Supportive team culture focused on growth, accountability, and integrity

• Performance-based career progression and income potential

Why Join Xenwealth

If you are looking for a career path that combines people, purpose, business growth, and financial education, this role gives you the space to grow with guidance, structure, and a team that believes in building people.

We serve. We build.